Broyhill Asset Management, LLC has reported a total of $85,224,088 in assets under management as of September 30, 2026. This figure comes from their recent filing, which is significant for understanding the firm's investment strategies and market positioning.

Broyhill Asset Management is based in Charlotte, North Carolina, and operates under the Central Index Key (CIK) 0001966057. The firm is categorized as an asset management company, focusing on various investment opportunities. The recent filing, dated November 10, 2026, is part of their ongoing compliance with SEC regulations, showcasing their holdings and investment activities.

The filing states, "Total value of holdings reported is $85,224,088." This figure reflects the combined value of various investments managed by Broyhill, indicating their active role in the asset management industry.

This update may affect various stakeholders, including investors, analysts, and competitors in the asset management space. The competitive landscape includes major firms such as BlackRock and Vanguard, which are known for their substantial assets under management and diverse investment portfolios.

The filing does not say what happens next.

Investment Holdings Breakdown

Broyhill Asset Management's recent filing reveals a diverse portfolio, with a total of 57 reported holdings. Among these, notable investments include major companies such as Alphabet Inc., Amazon.com Inc., and Apple Inc. The firm holds 615 shares of Alphabet's Class A stock valued at $211,609 and 6,245 shares of Alphabet's Class C stock valued at $2,127,921. Additionally, Broyhill has invested 2,749 shares in Amazon.com, valued at $684,913, and 5,865 shares in Apple Inc., valued at $1,953,162.

Furthermore, the firm has significant stakes in technology and financial sectors, with holdings in companies like Microsoft Corp., valued at $4,678,161 for 9,121 shares, and JPMorgan Chase & Co., valued at $917,722 for 2,774 shares. The investment strategy appears to focus on established market leaders across various industries, which may indicate a preference for stability and growth potential.

Compliance and Reporting

The filing is part of Broyhill Asset Management's compliance with SEC regulations, specifically the 13F-HR form, which requires institutional investment managers to disclose their equity holdings. This transparency is crucial for investors and analysts who seek to understand the firm's investment strategies and performance. The Chief Compliance Officer, Andrea Sefler, signed the filing, reinforcing the firm's commitment to regulatory adherence.

"Total value of holdings reported is $85,224,088," the filing states, reflecting the firm's active management approach.

In summary, Broyhill Asset Management's latest filing highlights its strategic investments in high-value companies, showcasing the firm's position in the competitive asset management landscape.